Van Lanschot Kempen Investment Management N.V. Has $377.77 Million Stake in Meta Platforms, Inc. $META

Key Points

• Van Lanschot Kempen Investment Management N.V. increased its stake in Meta Platforms by 7.6%, owning 655,434 shares valued at approximately $377.77 million, making it the firm's 5th largest position.
• Institutional investors now hold 79.91% of Meta Platforms stock, with multiple firms, including Csenge Advisory Group and Suvretta Capital Management, boosting their positions recently.
• Meta Platforms reported earnings of $7.14 EPS for the last quarter, surpassing estimates and showing a 21.6% increase in revenue compared to the previous year.

Van Lanschot Kempen Investment Management N.V. raised its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 655,434 shares of the social networking company's stock after purchasing an additional 46,047 shares during the quarter. Meta Platforms accounts for approximately 4.0% of Van Lanschot Kempen Investment Management N.V.'s portfolio, making the stock its 5th largest position. Van Lanschot Kempen Investment Management N.V.'s holdings in Meta Platforms were worth $377,766,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Csenge Advisory Group grew its holdings in Meta Platforms by 12.0% during the first quarter. Csenge Advisory Group now owns 9,539 shares of the social networking company's stock worth $5,498,000 after buying an additional 1,019 shares in the last quarter. Suvretta Capital Management LLC increased its stake in Meta Platforms by 1.1% in the 4th quarter. Suvretta Capital Management LLC now owns 170,338 shares of the social networking company's stock valued at $99,735,000 after buying an additional 1,850 shares during the last quarter. Skye Global Management LP boosted its stake in shares of Meta Platforms by 130.9% in the 4th quarter. Skye Global Management LP now owns 76,200 shares of the social networking company's stock worth $44,616,000 after buying an additional 43,200 shares during the last quarter. ARQ Wealth Advisors LLC grew its holdings in shares of Meta Platforms by 4.5% in the first quarter. ARQ Wealth Advisors LLC now owns 785 shares of the social networking company's stock valued at $452,000 after acquiring an additional 34 shares in the last quarter. Finally, JMG Financial Group Ltd. bought a new stake in Meta Platforms during the first quarter worth $284,000. Institutional investors own 79.91% of the company's stock.

Insider Activity at Meta Platforms

In other Meta Platforms news, CEO Mark Zuckerberg sold 15,847 shares of Meta Platforms stock in a transaction on Friday, August 1st. The stock was sold at an average price of $753.43, for a total transaction of $11,939,605.21. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Christopher K. Cox sold 60,000 shares of the firm's stock in a transaction on Tuesday, August 5th. The shares were sold at an average price of $775.95, for a total value of $46,557,000.00. Following the transaction, the insider owned 237,205 shares of the company's stock, valued at $184,059,219.75. The trade was a 20.19% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 313,803 shares of company stock valued at $235,276,424 in the last three months. Company insiders own 13.61% of the company's stock.

Meta Platforms Price Performance

Shares of Meta Platforms stock traded up $15.69 during trading on Friday, hitting $754.79. 10,590,214 shares of the stock traded hands, compared to its average volume of 13,538,896. The stock has a market cap of $1.90 trillion, a price-to-earnings ratio of 27.33, a PEG ratio of 1.57 and a beta of 1.27. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25. The firm's fifty day moving average is $730.31 and its 200-day moving average is $657.36. The company has a quick ratio of 1.97, a current ratio of 1.97 and a debt-to-equity ratio of 0.15.

Meta Platforms (NASDAQ:META - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The social networking company reported $7.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.75 by $1.39. Meta Platforms had a return on equity of 39.33% and a net margin of 39.99%.The business had revenue of $47.52 billion for the quarter, compared to analyst estimates of $44.55 billion. During the same period last year, the company earned $5.16 EPS. Meta Platforms's revenue for the quarter was up 21.6% compared to the same quarter last year. Meta Platforms has set its Q3 2025 guidance at EPS. Research analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 26th. Investors of record on Monday, June 16th were paid a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, June 16th. Meta Platforms's dividend payout ratio (DPR) is presently 7.60%.

Analyst Ratings Changes

Several equities analysts recently weighed in on the stock. Wells Fargo & Company increased their price target on shares of Meta Platforms from $783.00 to $811.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Robert W. Baird boosted their price objective on Meta Platforms from $635.00 to $740.00 and gave the company an "outperform" rating in a research note on Wednesday, July 2nd. Monness Crespi & Hardt lifted their target price on shares of Meta Platforms from $780.00 to $860.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Raymond James Financial raised their price objective on shares of Meta Platforms from $750.00 to $900.00 and gave the stock a "strong-buy" rating in a report on Thursday, July 31st. Finally, HSBC upgraded Meta Platforms from a "hold" rating to a "buy" rating and boosted their price objective for the company from $610.00 to $900.00 in a research note on Thursday, July 31st. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, Meta Platforms currently has an average rating of "Moderate Buy" and a consensus price target of $822.41.

Meta Platforms Profile

Meta Platforms, Inc engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and wearables worldwide. It operates in two segments, Family of Apps and Reality Labs. The Family of Apps segment offers Facebook, which enables people to share, discuss, discover, and connect with interests; Instagram, a community for sharing photos, videos, and private messages, as well as feed, stories, reels, video, live, and shops; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; and WhatsApp, a messaging application that is used by people and businesses to communicate and transact privately.